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Triune Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Triune Financial Partners’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.81M Sell
6,421
-39
-0.6% -$28.4K 1% 11
2026
Q1 		$4.22M Sell
6,460
-160
-2% -$109K 1% 11
2025
Q4 		$4.6M Sell
6,620
-118
-2% -$80.1K 1.08% 10
2025
Q3 		$4.51M Buy
6,738
+21
+0.3% +$13.5K 1.14% 10
2025
Q2 		$4.17M Buy
6,717
+177
+3% +$102K 1.15% 10
2025
Q1 		$3.67M Sell
6,540
-3
-0% -$1.77K 1.17% 7
2024
Q4 		$3.85M Sell
6,543
-27
-0.4% -$16K 1.21% 7
2024
Q3 		$3.79M Sell
6,570
-6
-0.1% -$3.34K 1.19% 7
2024
Q2 		$3.6M Buy
6,576
+19
+0.3% +$9.99K 1.23% 7
2024
Q1 		$3.45M Sell
6,557
-575
-8% -$288K 1.2% 8
2023
Q4 		$3.41M Sell
7,132
-127
-2% -$56.8K 1.26% 7
2023
Q3 		$3.12M Buy
7,259
+96
+1% +$42.9K 1.29% 7
2023
Q2 		$3.19M Sell
7,163
-25
-0.3% -$10.5K 1.3% 7
2023
Q1 		$2.95M Sell
7,188
-47
-0.6% -$18.8K 1.31% 7
2022
Q4 		$2.78M Sell
7,235
-74
-1% -$28.6K 1.31% 8
2022
Q3 		$2.62M Buy
7,309
+30
+0.4% +$12K 1.47% 8
2022
Q2 		$2.76M Sell
7,279
-48
-0.7% -$19.7K 1.48% 8
2022
Q1 		$3.32M Sell
7,327
-228
-3% -$102K 1.76% 6
2021
Q4 		$3.6M Buy
+7,555
New +$3.48M 1.84% 6
2021
Q2 		$3.29M Buy
+7,645
New +$3.2M 2.68% 5

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Triune Financial Partners's IVV Position: Q2 2026 in Review

Triune Financial Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 0.6% in Q2 2026, selling an estimated $28.4K and leaving 6,421 shares worth $4.81M. The position accounts for 1% of the portfolio, ranked #11.

Triune Financial Partners first reported a position in IVV in Q2 2021 and has held it in 20 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Triune Financial Partners held 6,421 shares of iShares Core S&P 500 ETF worth $4.81M as of Q2 2026.
  • Triune Financial Partners sold 39 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $28.4K.
  • iShares Core S&P 500 ETF made up 1% of Triune Financial Partners's portfolio in Q2 2026, its #11 holding.
  • Triune Financial Partners first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 20 quarters since.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Triune Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.